| Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q1 2025 Earnings Call Transcript |
Centrais Elétricas Brasileiras S.A. - Eletrobrás (NYSE:EBR ) Q1 2025 Earnings Conference Call May 15, 2025 8:00 AM ET Company Participants Ivan de Souza Monteiro – President Eduardo Haiama – Executive Vice President, Finance and Investor Relations Elio Wolff – Vice President, Strategy and Business Development Rodrigo Limp – Vice President, Regulation and Institutional Relations Conference Call Participants Bruno Amorim – Goldman Sachs Andre Sampaio – Santander Arthur Pereira – J.P. |
seekingalpha.com |
2025-05-15 15:50:32 |
Czytaj oryginał (ang.) |
| Here's Why Momentum in Eletrobras (EBR) Should Keep going |
Eletrobras (EBR) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move. |
zacks.com |
2025-04-28 13:50:45 |
Czytaj oryginał (ang.) |
| Eletrobrás: Still Room To Ride The Momentum After Q4 |
Eletrobrás' 4Q24 results and 2025 outlook are positive, with key triggers like privatization agreement, improved electricity prices, and favorable market sentiment boosting the bullish thesis. Despite a 34% rally over the past three months, Eletrobras' ADR still trades below book value, with improving fundamentals and external catalysts supporting a Buy rating. Recent earnings show progress in revenue generation and deleveraging, despite some cost-related challenges, suggesting consistent returns for shareholders in 2025. |
seekingalpha.com |
2025-03-24 01:58:03 |
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| Eletrobrás Q4: Good Result Despite Modest Operational Performance |
Eletrobrás revenue grew 21.2% YoY, but net income fell 54% YoY due to higher costs and operational deterioration. EBR's agreement reduces governance risks, limiting state influence and avoiding mandatory investments in Angra 3. Leverage improved to 1.5x net debt/EBITDA, supporting additional dividend distribution. The company trades at 5.81x EV/EBITDA vs. a 5-year average of 7.29x, suggesting 25% upside potential. |
seekingalpha.com |
2025-03-23 23:34:12 |
Czytaj oryginał (ang.) |
| Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q4 2024 Earnings Call Transcript |
Centrais Elétricas Brasileiras S.A. - Eletrobrás (NYSE:EBR ) Q4 2024 Earnings Conference Call March 14, 2025 10:00 AM ET Company Participants Ivan de Souza Monteiro - CEO Eduardo Haiama - VP of Finance and IR Marcelo de Siqueira Freitas - VP of Legal Affairs Rodrigo Limp - EVP of Regulation, Institutional, Market Regulation and Corporate Relations Elio Wolff - VP of Strategy and Business Development Conference Call Participants Daniel Travitzky - Safra Bruno Amorim - Goldman Sachs Fillipe Andrade - Itau BBA Andre Sampaio - Santander Antonio Junqueira - BTG Joao Pimentel - Citi Operator Good morning, ladies and gentlemen, and welcome to Eletrobras' Conference to discuss Results for the Fourth Quarter '24. |
seekingalpha.com |
2025-03-14 18:49:27 |
Czytaj oryginał (ang.) |
| Eletrobras: Political And Economic Pressures Mask Improving Efficiency And Undervaluation |
Eletrobras' ADR has underperformed in 2024, down 32% mainly due to adverse macroeconomic conditions in Brazil and political uncertainties. Despite headwinds, Eletrobrás shows strong fundamentals, improving efficiency, reducing costs, and increasing cash generation post-privatization. Political and macroeconomic risks persist, but Eletrobrás' attractive valuation and high dividend yield forecast make it a compelling long-term investment. |
seekingalpha.com |
2024-12-23 14:30:54 |
Czytaj oryginał (ang.) |
| Centrais Eletricas Brasileiras S.A.- Eletrobrás (EBR) Q3 2024 Earnings Call Transcript |
Centrais Eletricas Brasileiras S.A.- Eletrobrás (NYSE:EBR ) Q3 2024 Results Conference Call November 7, 2024 9:00 AM ET Company Participants Ivan Monteiro - Chief Executive Officer Eduardo Haiama - VP of Finance and Investor Relations Antonio de Godoy - VP of Operations and Security Elio Wolff - Vice President Rodrigo Nascimento - EVP of Regulation, Institutional and Market Regulation & Corporate Relations Renato Carreira - EVP of People, Management, and Culture Italo Freitas - Executive of VP of Commercialization Conference Call Participants Maria Carneiro - Safra Bruno Amorim - Goldman Sachs Marcelo Sa - Itau Gilmar Lima - Santander Operator Good morning, ladies and gentlemen. |
seekingalpha.com |
2024-11-09 14:53:08 |
Czytaj oryginał (ang.) |
| Eletrobrás: Mixed Q2, But Shows Good Signs |
Although Eletrobrás has seen a reduction in its profit margin and higher costs, the company continues to reduce expenses and carry out strategic divestments. These divestments should improve the company's capital structure, which, combined with its attractive valuation, seems like a good opportunity to me. I believe the possibility of government intervention in the company is very small, and for me, this is the main risk to the thesis. |
seekingalpha.com |
2024-09-10 08:13:30 |
Czytaj oryginał (ang.) |
| Centrais Eletricas Brasileiras S.A.- Eletrobrás' (EBR) Q2 2024 Earnings Call Transcript |
Centrais Eletricas Brasileiras S.A. - Eletrobrás' (NYSE:EBR ) Q2 2024 Results Conference Call August 8, 2024 12:30 PM ET Company Participants Ivan de Souza Monteiro - CEO Eduardo Haiama - VP of Finance and Investor Relations Elio de Meirelles Wolff - Vice President Antonio de Godoy - VP of Operations and Security Italo de Carvalho Freitas Filho - Executive of VP of Commercialization Conference Call Participants Gilmar Lima - Santander Daniel Travitzky - Safra Bruno Amorim - GS Maria Carolina Carneiro - Safra Filipe Andrade - Itau BBA Operator Ladies and gentlemen, thank you for standing by, and welcome to Eletrobrás' Second Quarter 2024 Earnings Conference Call. |
seekingalpha.com |
2024-08-10 01:07:11 |
Czytaj oryginał (ang.) |
| EBR or WEC: Which Is the Better Value Stock Right Now? |
Investors interested in Utility - Electric Power stocks are likely familiar with Eletrobras (EBR) and WEC Energy Group (WEC). But which of these two stocks is more attractive to value investors? |
zacks.com |
2024-06-18 16:41:09 |
Czytaj oryginał (ang.) |
| Eletrobrás Q1 2024: Lower Than Expected, But With Dilution Of Risks |
Eletrobrás released 1Q24 results slightly below expectations but made advances in managing its energy balance. The company continues to trade at discounted multiples compared to peers, presenting a buying opportunity. Despite political pressure, 1Q24 showed that legal risks may be reducing. |
seekingalpha.com |
2024-05-21 12:14:24 |
Czytaj oryginał (ang.) |
| Eletrobras: A New Era; Buy While The Market Pays No Attention To This Giant |
Eletrobrás is a dominant player in the Brazilian energy market, and recently underwent privatization that changed the company's direction. |
seekingalpha.com |
2024-03-25 16:22:27 |
Czytaj oryginał (ang.) |
| Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q4 2023 Earnings Call Transcript |
Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q4 2023 Earnings Call Transcript |
seekingalpha.com |
2024-03-15 14:05:22 |
Czytaj oryginał (ang.) |
| Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q3 2023 Earnings Call Transcript |
Centrais Elétricas Brasileiras S.A. - Eletrobrás (NYSE:EBR ) Q3 2023 Earnings Conference Call November 8, 2023 11:30 AM ET Company Participants Ivan de Souza Monteiro - Independent President, CEO & Director Eduardo Haiama - EVP, Finance & IR Italo Freitas - EVP, Expansion Engineering Conference Call Participants Daniel Travitzky - Safra Gilmar de Lima - Santander Henrique Peretti - JPMorgan Chase & Co. Marcelo Sá - Itaú BBA João Pimentel - BTG Operator Ladies and gentlemen, thank you for waiting. |
seekingalpha.com |
2023-11-08 21:42:08 |
Czytaj oryginał (ang.) |
| Centrais Elétricas Brasileiras S.A. - Eletrobrás (EBR) Q2 2023 Earnings Call Transcript |
Centrais Elétricas Brasileiras S.A. - Eletrobrás (NYSE:EBR ) Q2 2023 Earnings Conference Call August 9, 2023 1:30 PM ET Company Participants Wilson Ferreira Junior - CEO Elvira Presta - CFO, Chief IR Officer, EVP, Finance & IR Rodrigo Limp - EVP, Regulation & Institutional Relations Elio Wolff - EVP, Strategy & Business Development Conference Call Participants Andre Sampaio - Santander Antonio Junqueira - Citigroup Marcelo Sa - Itaú BBA Daniel Travitzky - Safra Operator Ladies and gentlemen, thank you for waiting. |
seekingalpha.com |
2023-08-10 01:11:02 |
Czytaj oryginał (ang.) |
| EBR vs. PNW: Which Stock Is the Better Value Option? |
Investors with an interest in Utility - Electric Power stocks have likely encountered both Eletrobras (EBR) and Pinnacle West (PNW). But which of these two stocks presents investors with the better value opportunity right now? |
zacks.com |
2023-06-15 16:47:12 |
Czytaj oryginał (ang.) |
| Tap These 5 Bargain Stocks With Impressive EV-to-EBITDA Ratios |
We have screened bargain stocks GSL, CCU, STRL, UNM and EBR based on the EV-to-EBITDA ratio, which offers a clearer picture of valuation and earnings potential. |
zacks.com |
2023-03-15 11:13:20 |
Czytaj oryginał (ang.) |
| Best Value Stocks to Buy for March 14th |
ATKR, PLDT and EBR made it to the Zacks Rank #1 (Strong Buy) value stocks list on March 14, 2023. |
zacks.com |
2023-03-14 09:39:03 |
Czytaj oryginał (ang.) |
| EBR vs. AEP: Which Stock Should Value Investors Buy Now? |
EBR vs. AEP: Which Stock Is the Better Value Option? |
zacks.com |
2023-03-13 14:58:29 |
Czytaj oryginał (ang.) |
| Best Value Stocks to Buy for March 3rd |
FSBW, EBR and BWMX made it to the Zacks Rank #1 (Strong Buy) value stocks list on March 3, 2023. |
zacks.com |
2023-03-03 11:02:13 |
Czytaj oryginał (ang.) |
| What Makes Eletrobras (EBR) a New Strong Buy Stock |
Eletrobras (EBR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). |
zacks.com |
2023-03-01 15:32:21 |
Czytaj oryginał (ang.) |
| Best Value Stocks to Buy for March 1st |
MBGAF, HSIC and EBR made it to the Zacks Rank #1 (Strong Buy) value stocks list on March 1, 2023. |
zacks.com |
2023-03-01 12:32:50 |
Czytaj oryginał (ang.) |
| Is Centrais Eltricas Brasileiras (EBR) a Great Value Stock Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2023-02-28 13:18:48 |
Czytaj oryginał (ang.) |
| Incisiv Releases 2023 Omnichannel Returns Index With Best Practices for Stronger Returns Management |
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Incisiv, a next-generation industry insights firm that helps retailers and brands navigate digital disruption, has announced the release of its 2023 Omnichannel Returns Index in partnership with Appriss Retail, an industry leader of data-science-driven solutions that can help optimize consumer interactions and reduce fraud risk. This second edition of the benchmark assesses 128 leading retailers across nine retail sub-segments, four capability areas, and 80 digital experience capabilities related to returns. As the share of digital revenue has grown, the benchmark study found that shoppers return online purchases three to four times more than store-bought purchases. Despite this trend, most retailers have yet to take a strategic approach to reducing returns and continue to view them as a cost of doing business. In fact, only 19% of retailers have a strategic returns program in place. The study demonstrates that most retailers have a limited understanding of their returns performance and are ill-equipped to improve the process, primarily due to a lack of clearly defined metrics and measures. The two retail segments that have the highest adoption of digital returns capabilities are health and beauty, and apparel and accessories. Meanwhile, department stores and consumer electronics retailers lead the industry in return processes and customer support capabilities. Additional key findings from the index include: 91% of apparel and accessories retailers allow returns to be initiated online. 87% of department store retailers allow returns to be initiated via chat. 79% of health and beauty retailers provide personalized product recommendations. 78% of consumer electronics retailers allow shoppers to print return labels online. Despite these strategic attempts to strengthen the online returns process, most retailers have significant room for improvement when it comes to meeting shopper expectations. The report found that: 76% of retailers display product ratings and reviews on the product pages, while only 37% allow shoppers to provide feedback on specific attributes like size and fit. 82% of retailers allow shoppers to return purchases in-store, while only 14% have the capability to schedule return pickup. 95% of retailers display order status, while only 23% allow shoppers to track return/refund status. 100% of retailers have self-help options for navigating returns, but only 2% provide the option to return purchases curbside. These findings highlight the need for retailers to prioritize their returns strategies and invest in technology and processes to minimize the impact of returns on their businesses. “Retailers have been quick to embrace digital capabilities but have been slow to address the impact that returns are having on their customer satisfaction and bottom lines,” said Amar Mokha, COO of Incisiv. “Our 2023 Omnichannel Returns Index shows that retailers can no longer afford to ignore returns and must take a strategic approach to reducing the cost and complexity associated with returns management.” The benchmark report provides detailed insights and best practices for retailers looking to improve their returns strategy. From leveraging technology to streamline the returns process to implementing data-driven decision-making, retailers must take a more proactive approach to returns management if they want to maximize profitability. “The point-of-return is an underutilized customer touchpoint, despite being a pivotal opportunity to preserve shopper satisfaction,” said Michele Marvin, vice president, Appriss Retail. “When a customer starts a return, it becomes the retailer’s job to redirect them toward other products by delivering strategic messaging, promotions, and discounts designed to save the sale. When retailers invest in the returns process, they are guaranteed to see improvements in customer loyalty and profitability.” The full 2023 Omnichannel Returns Index is available here. Survey Methodology Incisiv’s 2023 Omnichannel Returns Index is based on insights from its proprietary digital maturity benchmarking methodology, and assesses the digital capability of top retailers across, Search and Discovery, Cart and Checkout, Fulfillment, and Customer Engagement & Service. Incisiv’s digital assessment methodology spans more than 80 returns capabilities and assesses the top 128 brands across nine industry segments: apparel, consumer electronics, department stores, general merchandise, grocery, health & beauty, home improvement, luxury and specialty. Attributes are categorized as table-stakes or differentiating capabilities based on their quantified impact on key digital performance metrics such as average order value (AOV), conversion, and customer satisfaction. About Incisiv Incisiv is a next-generation industry insights firm that helps retailers and brands navigate digital disruption in their industry. Incisiv offers consumer industry executives responsible for digital transformation a trusted platform to share and learn in a non-competitive setting, and the tools necessary to improve digital experience. About Appriss Retail Leveraging more than 20 years of data science expertise, Appriss Retail transforms multichannel consumer interactions and loss prevention by providing real-time, actionable recommendations that reduce fraud and losses, drive efficiency, and maximize profitability. The company’s Software-as-a-Service (SaaS) solutions for behavior-based recommendations (BBR) and exception-based reporting (EBR) allow retailers to use machine learning and artificial intelligence to stop, modify, redirect or reward the actions of employees and consumers. Appriss Retail serves a global base of leading specialty, apparel, department store, hard goods, big box, grocery, pharmacy, and hospitality businesses in more than 180,000 physical and online locations in 45 countries across six continents. For more information about Appriss Retail visit: www.apprissretail.com. |
businesswire.com |
2023-02-28 11:00:00 |
Czytaj oryginał (ang.) |
| Pick These 5 Bargain Stocks With Impressive EV/EBITDA Ratios |
We have screened bargain stocks CCU, EBR, CMLS, DNB and NOAH based on the EV-to-EBITDA ratio, which offers a clearer picture of valuation and earnings potential. |
zacks.com |
2023-02-10 09:32:17 |
Czytaj oryginał (ang.) |